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Cowen: AVGO, SWKS, QRVO can grow even if iPhone doesn't

A look at RF chip suppliers ahead of a possible iPhone 7 leads Cowen's Timothy Arcuri to favor Broadcom (AVGO +0.4%), and note that it, Skyworks (SWKS -0.4%) and Qorvo (QRVO -1%) can benefit even if iPhone growth slows, as some are fretting.

He's launched coverage on Broadcom at Outperform, with a $190...